Control field synchronization between CRM and Outlook or Exchange
Applies To: Dynamics CRM 2015
With field synchronization, admins can set the sync direction between Microsoft Dynamics CRM and Microsoft Dynamics CRM for Outlook fields. You can control synchronization when using either Outlook synchronization or server-side synchronization (Exchange).
For example, a salesperson may want to take personal notes about a contact and not want the notes to synchronize with CRM data available to all users. You can set the Personal Notes field for contacts in Outlook to not Dynamics CRM for Outlook with CRM so the salesperson’s notes will remain private.
Check out the following video: Configurability in Synchronizing Data with Outlook or Exchange in Microsoft Dynamics CRM 2015
Set field synchronization between CRM and CRM for Outlook
In CRM, Go to Settings > Email Configuration.
Choose Email Configuration Settings.
Choose the Synchronization tab > synchronized fields
For the fields you want to change synchronization, choose the arrows in the Sync Direction column. Each choice will change the direction.
Hover over a field name to see the fields mapped to it.
Choose OK > OK to close the open dialog boxes.
Let your users know they can view (not change) the synchronization settings. More information: What fields can be synchronized between CRM and CRM for Outlook?
Performance and synchronization
Configuring synchronization might have an impact on the time it takes to sync between Dynamics CRM for Outlook and CRM. You should test your configuration before deploying to ensure satisfactory sync times.
Permissions and synchronization
Role-based security controls access to a specific entity type, record-based security controls access to individual records, and field-level security controls access to specific fields. All these can impact what is synchronized between CRM and Dynamics CRM for Outlook or Exchange.
Best practice is to review the security settings for these security methods to ensure field synchronization is processes as desired. For more information see:
Securing roles: Create or edit a security role
Securing fields: Help & Training: Add or remove security from a field
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